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Paul Lewis is a senior partner, Managing Director and Senior Portfolio Manager of the Wittenstein Adelman Lewis Group whose practice focuses primarily on managing approximately $3 billion of ultra-high net worth, corporate, and not-for-profit and philanthropic assets. Before joining UBS, he was a Vice President at Merrill Lynch in their Global Wealth Management division. Prior to that, he was an associate at Bernstein Investment Research and Management. Before joining Bernstein, Paul worked in the fixed income services area of The Chase Manhattan Bank, and as an insurance specialist for Massachusetts Mutual in New York.Paul received his B.S. in Finance and International Business from the University of Richmond and his M.B.A. from New York University’s Stern School of Business. Paul is a board member of Friends of the Children, an early intervention program dedicated to helping New York City’s most at-risk children. He resides in New York, NY and in his spare time he loves traveling the world./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Ubs Financial Services
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Managing Director- Private Wealth ManagementUbs Financial Services Mar 2021 - Present
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Senior Vice President- Private Wealth ManagementUbs Financial Services Jan 2009 - Feb 2021
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Wealth Management AdvisorMerrill Lynch Sep 2003 - Jan 2009New York, Ny, Us -
Client AdvisorBernstein Investment Research & Management Jul 1999 - 2003New York, Ny, Us -
Assistant Vice PresidentJp Morgan Chase Jul 1998 - Jun 1999New York, Ny, Us
Paul Lewis Skills
Paul Lewis Education Details
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Nyu Stern School Of BusinessFinance And International Business -
Division Avenue High School
Frequently Asked Questions about Paul Lewis
What company does Paul Lewis work for?
Paul Lewis works for Ubs Financial Services
What is Paul Lewis's role at the current company?
Paul Lewis's current role is Financial Advisor providing comprehensive wealth management and financial planning services to affluent families.
What is Paul Lewis's email address?
Paul Lewis's email address is pa****@****ubs.com
What is Paul Lewis's direct phone number?
Paul Lewis's direct phone number is +121271*****
What schools did Paul Lewis attend?
Paul Lewis attended Nyu Stern School Of Business, Division Avenue High School.
What skills is Paul Lewis known for?
Paul Lewis has skills like Alternative Investments, Wealth Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Series 7, Equities, Hedge Funds, Financial Markets.
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